Overview

Navigational partners for the journey: your goals + our experience.

Becoming a Client

The ideal investor at Weiss & Hale Financial is one who is willing to engage in straight-forward and open dialogue about their financial life goals. We don’t see our clients’ just as customers, but as partners who we are guiding along the way.

Getting to know you

The following form will help you identify the factors that are most important to you in making choices to help you reach your financial goals. We will review your profile and schedule a discovery meeting to discuss a unique navigational plan for you.

Becoming a Client

Name: *

E-Mail Address: *

Phone Number: *

Age: *

Under 45

45−59

60−75

Over 75

Have you previously worked with a financial advisor? *

Yes

No

What are your current financial goals or needs? (Check all that apply.): *

Retirement Planning

Life Insurance and Long-Term Care

Tax Planning

College Savings

Estate Planning

Preserving Assets for Children

Other

In what time frame would you like to meet these goals or needs? *

1−2 years

3−5 years

6−10 years

10+ years

What is your current net worth, excluding your primary residence? *

$500,001 - $1,000,000

$1,000,001 - $1,500,000

$1,500,001 - $2,000,000

$2,000,001 - $2,500,000

$2,500,001+

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This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OR, PA, RI, SC, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.